Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | 07-18-2023 | 06-30-2023 | 3579 | 11,792,903,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CALIF SELECT TAX FREE | SH BEN INT | 2001 | $13,030 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| UWM HOLDINGS CORPORATION | COM CL A | 2002 | $12,956 | 2,314 | 0.00 | 0.00 | 2 | 0.09 | 06-30-2023 |
| RITHM CAPITAL CORP | COM NEW | 2003 | $12,913 | 1,381 | 0.00 | 0.00 | -1,407 | -50.47 | 06-30-2023 |
| DRIL-QUIP INC | COM | 2004 | $12,892 | 554 | 0.00 | 0.00 | -71 | -11.36 | 06-30-2023 |
